Morning Huddle | The Most Important Business Meeting

Team Huddles

Morning Meetings – The most important business meeting

Every morning I used to come into work, take off my jacket and immediately crowd around the performance boards for the 15 minutes morning huddle. At 8:30 am the office would simply pause and teams would get together.

It was not a regular sit-down meeting where everyone turns up a few minutes late with freshly brewed mugs of coffee and a moleskin notepad. You were more likely to see people turn up with scribbles on a sheet of paper. Neither was it scheduled in the diary.

As you looked up and down the open plan office, every team was doing the same. Everyone was up on their feet, dotted around the floor in small groups taking a quick 15 minutes to get the day up and running with the same daily routine.

At 8:45 am when the meetings were over and the teams got back to work the team managers moved onto another huddle with the department heads. By 9 am, the department heads were doing their huddle with the senior leaders.

Across multiple floors, across multiple sites, the same meetings were taking place face to face, with remote workers on the telephone or on web conferences.

Within 30 to 45mins, the key information from the front line was being communicated to the senior leaders either as “we are all good” or “we are going to struggle today” so that the necessary support could be offered from a senior level.

In the book Mastering the Rockefeller Habits, Verne Harnish states that the morning meeting — the “huddle” is one of the key features of any successful businesses. They have become a common feature in many organisations across an ever-expanding wide range of sectors.

In the automotive industry, they have been called morning “pitstops”, in the healthcare, they have called the “Healthy Huddles” and in the banking sector, they have been called “morning shouts”, which describes what can happen if the meetings are not set up correctly.

So what are these meetings? How should we set these meetings up?

“If you want to teach people a new way of thinking, don’t bother trying to teach them. Instead, give them a tool, the use of which will lead to new ways of thinking.”

The Morning Huddle


The Morning Huddles tend to be taken standing up. For a simple 15 mins meeting, you will spend more time finding a suitable room, organising chairs and potentially lose 15 mins in getting to the meeting and getting back to the tasks at hand.

The huddle should be done as close to where the actual work is done as possible. This is what is known as the “Gemba”, the place where the value is being created. They should also be done around some form of Huddle board

The Morning Board – The Team Huddle Board


The Huddle Board is the centrepiece, in my experience, of driving successful teams daily. It’s a board, perhaps a chalkboard, whiteboard or an electronic dashboard (for a remote team), that visually communicates in a simple way what the team set out to achieve and what they did achieve. The goal is to develop a visual communication tool that allows key performance metrics to be communicated quickly. Not only does this drive efficiency within the team but also clarity.

3 Second Rule – Communicate What Is Important Visually


A good way to think about it is the 3-second rule. Let me explain.

If I was to walk into your business area, how could I tell if you were doing well or having issues? Was it a good bad day or a good day? Should I be rolling up my sleeves to help or see if other people from other teams could come and support you? Or are we on target for today and perhaps we can grab an informal 1–2–1 or skip-level meeting?

The 3-second rule is simply the time it should take for me to understand this.

Its the time it should take for everyone in your team to know how they are doing today, yesterday and perhaps over the last week.

So when you design your huddle board, make sure it has some form of target and it uses green and red or perhaps smiling faces or different colours to signal how things are going. It’s got to be part of your visual management and visual communication toolset.

With the board in place, we can move onto the huddle and the 3 Killer Questions!

The 3 Killer Questions

What was the plan?
How did we do against the plan?
What can we do better?

These three questions form the basis of any quality discussion about performance, goals, targets and improvements. While we refer to them in the example of the huddle, these questions should form the basis of any performance review, 1–2–1, individual action plans, project action plans.

They are very similar to the “PDCA” (Plan, Do, Check, Act) which is the beginning of driving performance improvements which leads to developing high performing teams.

The 3 Killer Questions for All Business Meetings


What was the plan?


The first part of the meeting is to review yesterday performance. In yesterday’s meeting you would have planned to achieve something and set out some targets and some goals. This might have been to phone 15 clients or to ship every order that was received online. What is key, is to have a look at the plan that was sent out. And then ask …

How did we do against the plan?


So if we set out to phone the 15 clients, did we manage to do it? Did we ship every order that was received online or did we have some holdover that we failed to send out due to a system error? Perhaps we received a lot more orders than expected and we did not have enough resources to meet the demand.

Then finally, and this is where the whole idea of continually looking to find better and better ways of working comes together.

What can we do better?


If the team failed to phone 15 customers as planned why was that? Did the team have an extra long lunch or was it the fact that one of the calls took a lot longer than planned? Perhaps someone had to leave early due to an issue with childcare. Or perhaps we simply had not planned our resources correctly. The goal with the 3rd Killer Question is to delve into what can be done better to improve things and that begins by some basic 5 Why Problem Solving to highlight the root causes.

How do you have a successful business meeting?


In Extreme Ownership by Jocko Willinks to the Post Mission Briefing where Navy Seals discuss what went right, what went wrong and can we adapt our tactics to be more effectively next time. – Read Extreme Ownership & Lean Management.

The goal of all meetings is to be action-driven.

Not every problem can be solved in 15 mins during the morning meeting. Perhaps you failed to ship every order that was received online because the shipping process took too long. Or that the pick up took place at 2:30 pm but orders come in until 8 pm. You might not be able to fix why the shipping process took too long straight away. But in today’s workload, or later in the week, you could plan to put an hour slot together with some of the key team members to review the shipping process in more detail and figure out how to improve it.

What’s key is that everyone engages in this final question of the morning huddle. By asking what could we have done better every day, you begin to create a culture of improvement. And you might have succeeded the plan perfectly yesterday, but could we have done more, done something different, found new customers or found a new way to do something. Everything can be improved — always.

A Successful Morning Huddle Drives Change


Obviously, the day should never begin without a new plan, so rather than looking at the past its key to look forward. The team needs to agree on today plan and identify in advance anything that might stop today’s plan being achieved

Doing this forward-looking part is essential and makes sure you can ask the same 3 Killer Questions tomorrow.

Visual Management, when combined with morning huddles plus daily, weekly, monthly performance reviews form the basis of any good solid operation from software development through to manufacturing. 

We are all highly dependent on visual cues for everything we do so it must be leveraged across businesses. Too much visual management on the other side just becomes wallpaper.


At LeanScape we specialise in building the visual performance networks across businesses. 

We link business strategy through balanced scorecards down to team morning huddles so that every day, there is a level of focus and clarity. If you are interested to discuss please book a session when it suits you. Book here.

Lean Academy

Free Mini Training

Looking to learn more about Lean? Take our Fundamentals of Lean course and learn how lean drives business performance.

Lean Six Sigma Training Courses

GB Masterclass Preview

Reagan Pannell shares his experience of how Lean and the DMAIC process can transform business results and draws on his experience across multiple business sectors.


Most Popular Lean Six Sigma Courses


WHICH COURSE is right for you?

Take our short quiz to find out which Lean Six Sigma Course is right for you. 

Subscribe to the Lean Thinking newsletter, and get 10% off all our courses and lean training sessions.